Trive Yat\u0131r\u0131m’\u0131n piyasa notunda, ABD ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fman\u0131n k\u0131sa s\u00fcreli bir krizden daha uzun s\u00fcreli bir sava\u015f ortam\u0131na d\u00f6n\u00fc\u015febilece\u011fine ili\u015fkin de\u011ferlendirmelerin k\u00fcresel piyasalardaki fiyatlamalarda belirleyici oldu\u011fu bildirildi.<\/p>\n
Raporda, taraflar\u0131n askeri kapasitesi, H\u00fcrm\u00fcz Bo\u011faz\u0131’ndaki tanker trafi\u011fi ve enerji altyap\u0131s\u0131n\u0131n g\u00fcvenli\u011finin piyasalar a\u00e7\u0131s\u0131ndan \u00f6ne \u00e7\u0131kan ba\u015fl\u0131klar oldu\u011fu belirtildi. \u0130ran’\u0131n \u00e7at\u0131\u015fmay\u0131 varolu\u015fsal bir tehdit olarak de\u011ferlendirdi\u011fi ve ABD sald\u0131r\u0131lar\u0131n\u0131n yo\u011funla\u015fmas\u0131 halinde misillemeleri art\u0131rabilece\u011fine y\u00f6nelik mesajlar verdi\u011fi aktar\u0131ld\u0131.<\/p>\n
ABD taraf\u0131nda ise h\u0131zl\u0131 bir \u00e7\u0131k\u0131\u015f stratejisinin g\u00f6r\u00fclmedi\u011fi, sava\u015f\u0131n ABD Ba\u015fkan\u0131 Donald Trump’\u0131n g\u00f6rev s\u00fcresinin sonuna kadar uzayabilece\u011fi ihtimalinin g\u00fcndeme geldi\u011fi ifade edildi.<\/p>\n
Umman \u00fczerinden y\u00fcr\u00fct\u00fclen diplomatik temaslarda ekonomik bask\u0131n\u0131n \u0130ran’\u0131 tavize yakla\u015ft\u0131rd\u0131\u011f\u0131na y\u00f6nelik belirgin bir i\u015faret bulunmad\u0131\u011f\u0131 kaydedildi.<\/p>\n
Raporda, enerji piyasalar\u0131ndaki risklerin yaln\u0131zca H\u00fcrm\u00fcz Bo\u011faz\u0131 ile s\u0131n\u0131rl\u0131 kalmad\u0131\u011f\u0131na dikkat \u00e7ekildi. Yemen merkezli Husiler ile Suudi destekli g\u00fc\u00e7ler aras\u0131ndaki \u00e7at\u0131\u015fmalar\u0131n \u015fiddetlenmesi ve Husilerin Bab el-Mandeb Bo\u011faz\u0131’na k\u0131y\u0131s\u0131 bulunan b\u00f6lgelere do\u011fru ilerlemesinin K\u0131z\u0131ldeniz hatt\u0131n\u0131 da kritik bir arz riski alan\u0131na d\u00f6n\u00fc\u015ft\u00fcrd\u00fc\u011f\u00fc belirtildi.<\/p>\n
Suudi enerji altyap\u0131s\u0131na y\u00f6nelik sald\u0131r\u0131lar ile H\u00fcrm\u00fcz \u00e7evresindeki tanker g\u00fcvenli\u011fi sorunlar\u0131n\u0131n birlikte de\u011ferlendirildi\u011fi raporda, b\u00f6lgesel enerji riskinin art\u0131k tek bir cephe \u00fczerinden ele al\u0131namayaca\u011f\u0131 ifade edildi.<\/p>\n
Brent petrol\u00fcn \u00f6nceki seansta y\u00fczde 6’dan fazla y\u00fckselmesinin ard\u0131ndan 107 dolar seviyesine yakla\u015ft\u0131\u011f\u0131, WTI’\u0131n ise 101 dolar\u0131n \u00fczerinde i\u015flem g\u00f6rd\u00fc\u011f\u00fc belirtildi. Trive, k\u0131sa vadede petrol fiyatlar\u0131 a\u00e7\u0131s\u0131ndan belirleyici unsurun diplomatik s\u00f6ylemlerden ziyade H\u00fcrm\u00fcz ve Bab el-Mandeb’deki tanker trafi\u011finin fiilen toparlan\u0131p toparlanmayaca\u011f\u0131 olaca\u011f\u0131n\u0131 de\u011ferlendirdi.<\/p>\n
ABD Hazine Bakanl\u0131\u011f\u0131n\u0131n \u0130ran’\u0131n b\u00f6lgesel faaliyetlerini finanse etti\u011fi belirtilen k\u00fcresel g\u00f6lge finansman a\u011f\u0131na y\u00f6nelik yeni yapt\u0131r\u0131mlar a\u00e7\u0131klad\u0131\u011f\u0131 aktar\u0131ld\u0131. Yapt\u0131r\u0131mlar\u0131n paravan \u015firketler, finansal arac\u0131lar, d\u00f6viz ve alt\u0131n \u00fczerinden y\u00fcr\u00fct\u00fclen transfer kanallar\u0131 ile \u0130ran ba\u011flant\u0131l\u0131 ki\u015fi ve kurulu\u015flar\u0131 kapsad\u0131\u011f\u0131 bildirildi.<\/p>\n
Raporda, ABD’nin \u0130ran’\u0131n do\u011frudan gelir kaynaklar\u0131n\u0131n yan\u0131 s\u0131ra yapt\u0131r\u0131mlar\u0131 a\u015fmak amac\u0131yla kulland\u0131\u011f\u0131 finansal kanallar\u0131 da hedef ald\u0131\u011f\u0131 belirtildi.<\/p>\n
\u00d6te yandan \u0130ran ile K\u00f6rfez \u00fclkelerinin H\u00fcrm\u00fcz Bo\u011faz\u0131 i\u00e7in yeni bir ge\u00e7i\u015f ve g\u00fcvenlik plan\u0131n\u0131 g\u00f6r\u00fc\u015fmeye haz\u0131rland\u0131\u011f\u0131 aktar\u0131ld\u0131. Bu giri\u015fimin diplomatik kanallar\u0131n tamamen kapanmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi, ancak kal\u0131c\u0131 bir rahatlama i\u00e7in gemilere y\u00f6nelik sald\u0131r\u0131lar\u0131n sona ermesi ve ticari trafi\u011fin yeniden toparlanmas\u0131 gerekti\u011fi ifade edildi.<\/p>\n
Trive’nin de\u011ferlendirmesinde, ABD 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,96’ya kadar y\u00fckselmesinin k\u00fcresel finansal ko\u015fullar a\u00e7\u0131s\u0131ndan \u00f6nemli bir risk olu\u015fturdu\u011fu belirtildi.<\/p>\n
Petrol fiyatlar\u0131ndaki y\u00fckseli\u015fin enflasyon \u00fczerindeki etkisi, y\u00fcksek kamu bor\u00e7lanmas\u0131 ve Fed’in daha s\u0131k\u0131 bir para politikas\u0131 izleyebilece\u011fine y\u00f6nelik beklentilerin uzun vadeli tahvil getirilerini yukar\u0131 ta\u015f\u0131d\u0131\u011f\u0131 kaydedildi. Getirilerin y\u00fczde 5 civar\u0131nda kal\u0131c\u0131la\u015fmas\u0131n\u0131n hisse de\u011ferlemeleri, kredi maliyetleri ve k\u00fcresel risk i\u015ftah\u0131 \u00fczerinde daha geni\u015f \u00e7apl\u0131 s\u0131k\u0131la\u015fmaya yol a\u00e7abilece\u011fi de\u011ferlendirildi.<\/p>\n
ABD’de \u00fcretici fiyatlar\u0131ndaki y\u00fckseli\u015f ve i\u015f g\u00fcc\u00fc piyasas\u0131ndaki g\u00f6r\u00fcn\u00fcm\u00fcn Fed’in eyl\u00fcl toplant\u0131s\u0131nda faiz art\u0131rabilece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi belirtildi.<\/p>\n
25 baz puanl\u0131k faiz art\u0131\u015f\u0131 ihtimalindeki y\u00fckseli\u015fle k\u0131sa vadeli tahvil getirilerinin artt\u0131\u011f\u0131 ve bunun faiz getirisi bulunmayan alt\u0131n \u00fczerinde bask\u0131 olu\u015fturdu\u011fu ifade edildi. De\u011ferli metalin \u00fc\u00e7\u00fcnc\u00fc haftal\u0131k d\u00fc\u015f\u00fc\u015f\u00fcne y\u00f6neldi\u011fi, piyasalar\u0131n bug\u00fcn a\u00e7\u0131klanacak t\u00fcketici enflasyonu verisine ve Fed’in enerji kaynakl\u0131 fiyat bask\u0131lar\u0131na ili\u015fkin de\u011ferlendirmelerine odakland\u0131\u011f\u0131 kaydedildi.<\/p>\n
Avrupa Merkez Bankas\u0131n\u0131n mevduat faizini 25 baz puan art\u0131rarak y\u00fczde 2,50’ye, ana refinansman faizini y\u00fczde 2,65’e ve marjinal kredi imkan\u0131n\u0131 y\u00fczde 2,90’a y\u00fckseltti\u011fi aktar\u0131ld\u0131.<\/p>\n
Raporda, enerji \u015fokunun Euro B\u00f6lgesi enflasyonu \u00fczerindeki etkisinin ECB’nin ikinci kez s\u0131k\u0131la\u015ft\u0131rmaya gitmesinde etkili oldu\u011fu belirtildi. Petrol ve ula\u015ft\u0131rma maliyetlerindeki art\u0131\u015f\u0131n enflasyon \u00fczerindeki etkisinin kal\u0131c\u0131 hale gelmesi durumunda ilave faiz art\u0131\u015flar\u0131n\u0131n g\u00fcndeme gelebilece\u011fi ifade edildi.<\/p>\n
T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131n\u0131n bir hafta vadeli repo faizini y\u00fczde 37, gecelik bor\u00e7 verme faizini y\u00fczde 40 ve gecelik bor\u00e7lanma faizini y\u00fczde 35,5 seviyesinde sabit tuttu\u011fu hat\u0131rlat\u0131ld\u0131.<\/p>\n
Trive’nin de\u011ferlendirmesinde, TCMB’nin son enflasyon ger\u00e7ekle\u015fmelerinde ana e\u011filimin geriledi\u011fine, i\u00e7 talebin zay\u0131f seyretti\u011fine ve arz \u015foklar\u0131n\u0131n yurt i\u00e7i fiyatlara ge\u00e7i\u015finin s\u0131n\u0131rl\u0131 kald\u0131\u011f\u0131na i\u015faret etti\u011fi belirtildi. Buna kar\u015f\u0131n enerji fiyatlar\u0131n\u0131n yukar\u0131 y\u00f6nl\u00fc risk olarak tan\u0131mland\u0131\u011f\u0131 ve enflasyon g\u00f6r\u00fcn\u00fcm\u00fcnde kal\u0131c\u0131 bozulma olmas\u0131 halinde yeniden s\u0131k\u0131la\u015ft\u0131rma se\u00e7ene\u011finin a\u00e7\u0131k tutuldu\u011fu aktar\u0131ld\u0131.<\/p>\n
Raporda, petrol fiyatlar\u0131n\u0131n 100 dolar\u0131n \u00fczerinde kal\u0131c\u0131la\u015fmas\u0131 halinde para politikas\u0131ndaki hareket alan\u0131n\u0131n daralabilece\u011fi de\u011ferlendirildi.<\/p>\n
MKK’n\u0131n, SPK’n\u0131n yeni hesaplama y\u00f6ntemiyle belirlenen fiili dola\u015f\u0131m oranlar\u0131n\u0131 g\u00fcnl\u00fck olarak yay\u0131mlamaya ba\u015flamas\u0131n\u0131n Borsa \u0130stanbul’da \u015firket bazl\u0131 ayr\u0131\u015fmay\u0131 art\u0131rabilecek teknik bir de\u011fi\u015fiklik oldu\u011fu belirtildi.<\/p>\n
Yeni y\u00f6ntemde ili\u015fkili ki\u015filerin serbest fonlar, serbest \u00f6zel fonlar veya ba\u015fka \u015firketler \u00fczerinden dolayl\u0131 \u015fekilde sahip oldu\u011fu paylar\u0131n fiili dola\u015f\u0131m hesab\u0131ndan \u00e7\u0131kar\u0131ld\u0131\u011f\u0131 ifade edildi.<\/p>\n
D\u00fczenlemenin baz\u0131 \u015firketlerde fiili dola\u015f\u0131m oranlar\u0131n\u0131 a\u015fa\u011f\u0131 y\u00f6nl\u00fc de\u011fi\u015ftirebilece\u011fi, bunun da endeks a\u011f\u0131rl\u0131klar\u0131, likidite alg\u0131s\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n eri\u015filebilir pay miktar\u0131na ili\u015fkin de\u011ferlendirmeleri etkileyebilece\u011fi kaydedildi.<\/p>\n
Trive, \u00f6zet de\u011ferlendirmesinde ABD-\u0130ran \u00e7at\u0131\u015fmas\u0131n\u0131n uzamas\u0131 ve Husilerin Bab el-Mandeb hatt\u0131ndaki ilerleyi\u015finin enerji piyasas\u0131nda daha geni\u015f bir arz riski olu\u015fturdu\u011funu, ABD tahvil getirileri ve Fed faiz beklentilerindeki y\u00fckseli\u015fin k\u00fcresel finansal ko\u015fullar\u0131 s\u0131k\u0131la\u015ft\u0131rd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
T\u00fcrkiye’de ise TCMB’nin faizleri sabit tutmas\u0131na kar\u015f\u0131n indirim se\u00e7ene\u011fini tamamen kapatmad\u0131\u011f\u0131 ve yeni fiili dola\u015f\u0131m hesaplamalar\u0131n\u0131n Borsa \u0130stanbul’da \u015firket bazl\u0131 fiyatlamay\u0131 etkileyebilecek bir ba\u015fl\u0131k olarak \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 11 Eyl\u00fcl (Hibya) – Trive Yat\u0131r\u0131m’\u0131n piyasa notunda, ABD ile \u0130ran aras\u0131ndaki \u00e7at\u0131\u015fman\u0131n k\u0131sa s\u00fcreli bir krizden daha uzun s\u00fcreli bir sava\u015f ortam\u0131na d\u00f6n\u00fc\u015febilece\u011fine ili\u015fkin de\u011ferlendirmelerin k\u00fcresel piyasalardaki fiyatlamalarda belirleyici oldu\u011fu bildirildi.<\/p>\n","protected":false},"author":1,"featured_media":147483,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-147482","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/147482","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=147482"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/147482\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/147483"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=147482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=147482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=147482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"